Independent Solutions Wealth Management’s iShares Core High Dividend ETF HDV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.49M | Buy |
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|
2025
Q1 | $3.49M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.98M | Sell |
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|
2024
Q2 | $3.78M | Buy |
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|
2024
Q1 | $3.78M | Buy |
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|
2023
Q4 | $3.33M | Buy |
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|
2023
Q3 | $2.91M | Buy |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.81M | Sell |
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|
2022
Q4 | $2.93M | Sell |
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|
2022
Q3 | $2.83M | Buy |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $2.61M | Buy |
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|
2021
Q3 | $2.32M | Sell |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $2.48M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.76M | Sell |
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|
2020
Q2 | $1.79M | Buy |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.93M | Buy |
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